I'd like to change the o

Glauton Santos
Glauton Santos Posts: 3
edited May 2022 in Ideas and Product Feedback #1

I would like to change the business owner automatically to the logged in user when that user changes the stage of that business.

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  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Posts: 203
    100 Comments
    edited March 2021 #2

    Hi @Glauton Santos you can do it using workflow automation. You have to trigger deal update change stage and then change deal owner to "new owner" that has moved the deal. Try and Let me know if you need help.

  • Glauton Santos
    Glauton Santos Posts: 3
    edited March 2021 #3

    Hey Fabrizio! Thanks for try to help!

    Actually I did not found this "new owner that has moved the deal", that it was the problem. If it had this option it would perfect, are you sure there has? E if so, can you show me a print where I can find it?

    Thanks a lot!

  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Posts: 203
    100 Comments
    edited March 2021 #4

    Hi @Glauton Santos see the screenshots attached. This could be word. Don't select "Deal owner before update", but just "Deal Owner". So the owner that has moved the deal will be the new owner. Try it.

    See you!

    image
  • Glauton Santos
    Glauton Santos Posts: 3
    edited February 2022 #5

    Hello @Fabrizio Nicolosi! Thanks again for trying to help, but it still didn't work out, because the Deal Owner is still the same Owner as before, what is really needed is to change the Owner to the user who changes the stage. But I found a solution, I created a new automation where when the user creates a certain task, the business changes its stage and the owner changes to the user who created the task, this way it worked

  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Posts: 203
    100 Comments
    edited March 2021 #6
    Glauton Santos said:

    Hello @Fabrizio Nicolosi! Thanks again for trying to help, but it still didn't work out, because the Deal Owner is still the same Owner as before, what is really needed is to change the Owner to the user who changes the stage. But I found a solution, I created a new automation where when the user creates a certain task, the business changes its stage and the owner changes to the user who created the task, this way it worked

    Yes good solution! 
    You could have registered the activity of change of stage and then do the filter in the workflow that I had reported to you. 

    But your solution is great, Pipedrive is cool because there are several creative ways to do same things! have a nice day!

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